👔
Owner / Admin
The whole firm before coffee.
One morning read of the entire business — cash, health, and what needs you today — with the money bands admin-only.
✓Owner’s Cockpit — a five-band morning read with a 30-day cash view, needs-attention, project health, people & vendor scorecards.
✓Org-wide P&L rollup across every project.
✓Delay-attribution analytics — evidence-backed cause and party, with fairness guards.
✓The /ask org brain on WhatsApp — “which vendor causes most rework?” over your own history.
✓Pre-start hard gate — block work until the site-condition record + client acknowledgment exist.
✓8 roles, per-member “can view financials” toggle, and a per-project audit log on every money/status change.
✓AI thresholds you control — with work completion always requiring a human confirm, by law.
📋
Project Manager
Money follows proof.
The command centre — approvals, budgets, vendors and QC — where nothing moves on a promise.
✓Inbox Today — what needs you now, plus a recently-completed strip so nothing vanishes.
✓Vendor PO acknowledgment — viewed → accept / accept-with-conditions / decline, on record.
✓Measurement book — actual site quantities per BOQ line, vendor-countersigned via token link.
✓Certified-quantity final bill — certifies min(measured, ordered); retention, advances and prior payments computed.
✓DLP retention auto-release when the DLP date passes with zero open snags and a settled bill.
✓Approval TAT + client chase ladder — 48/72h clocks with automatic polite WhatsApp chasing.
✓Budget suite — P&L by trade/room/waterfall, BOQ with smart CSV import, variations → BOQ auto-update.
✓Vendor RFQ pipeline, GRN 3-way match, and payment release with maker/checker separation.
✓WhatsApp command deck — /milestone, /payments, /vendor, /budget, /quote, /variation, /broadcast, /report.
👷
Site Engineer
Nothing new to learn.
WhatsApp-only. Never sees money. Talks; taps ✅. On day one their behaviour is unchanged.
✓A two-verb day — 8 AM 🚀 Starting today, 6 PM ✅ Update tasks. Two taps.
✓Voice notes understood in Hinglish — transcribed, matched to the exact task, one-tap confirm, never auto-closed.
✓Photos auto-tagged by room and trade, with an action menu (task, issue, client post, expense OCR).
✓/drawing Q&A from site — the answer arrives with the cropped drawing region.
✓Pre-start condition walk — photograph every room before mobilising; the firm’s dispute shield.
✓Material lane — /order requests, /receive GRN at the gate, /cash petty cash with bill-photo OCR.
✓Sequence-skip protection — out-of-sequence work still records; the PM decides.
🎨
Designer / Estimator
Quote to project, without re-keying.
The front of the funnel — estimation, the client proposal, and a clean handoff into execution.
✓Quotes pipeline kanban (draft / sent / won / lost) with convert-to-project.
✓Version Builder estimation — rooms, categories, feet-inches dimensions, catalog + bundles, margins, payment schedule.
✓Client quote portal — branded proposal, approve / request changes, view tracking, internal approval gate first.
✓Won → project conversion carrying rooms + BOQ into the setup wizard.
✓Selections — visual decision points the client picks; the pick locks the BOQ spec.
✓Documents — GFC stage tagging, versioning, drawing pins; GFC approval gates dependent milestones.
🧾
Accountant / QS
Every rupee, reconciled.
Procurement and finance with a financial toggle — payments, invoices, and cash-flow you can trust.
✓Payments-due board with approve → release (UTR required); double-release is impossible.
✓Client invoices + receipts with a 10-week cash-flow forecast, money-in netted against money-out.
✓Final-bill administration — measurement-based certified bills, retention and recovery math done for you.
✓Petty cash floats, OCR expenses, and export.
✓Procurement pipeline — POs, GRN review, 3-way-match exceptions surfaced.
✓BOQ — any-format smart CSV import, variations, completion tracking, reconcile reports.
🏠
Client
Calm, not chasing.
A branded portal on a token link — no login. Sees curated progress only, never your internals.
✓Milestone timeline (done / in progress / upcoming), value-delivered progress, curated photos.
✓A 7 PM evening WhatsApp update — even on quiet days — plus a Saturday weekly summary.
✓Pre-start acknowledgment — one tap on the site-condition report before work starts.
✓Approvals in one tap, with polite automatic reminders after 48/72h.
✓Clean, branded, printable meeting minutes (internal discussion removed).
✓Never sees costs, margins, internal tasks, blockers or snags — enforced by a whitelist projector.
🏭
Vendor
Quantities only. Never your rates.
A token link — no login. Quotes, POs, measurements and bills, with your margins structurally hidden.
✓Scope sheets — descriptions, units, quantities, specs; never your client rates or margins.
✓Quote submission with sub-item breakdowns; drift-flagged re-issues when the BOQ changes.
✓PO acknowledgment — accept / accept-with-conditions / decline, on record.
✓Measurement countersign — reviews and countersigns recorded site quantities.
✓Final bill review — agree or dispute certified quantities before settlement.
✓Payment tied to QC pass; retention releases automatically after a clean DLP period.
📐
Architect / PMC
Drawings and QC. Money is absent.
A token link — drawings, sign-off and QC. Money is structurally absent, proven at compile time.
✓Drawings + versions, drawing pins/threads, QC results, and progress.
✓GFC drawing sign-off and variation sign-off (scope only).
✓Money is structurally absent — proven at compile time (AssertNoMoney).
The platform underneath
The part that makes it compound.
Automatic for everyone — the AI, the search, the delivery guarantees, and the security posture that make the rest trustworthy.
◆AI classification of every inbound message (task / issue / approval / decision / update) with confidence-gated confirm cards.
◆Multimodal search across photos, voice, tasks, issues and logs.
◆Cross-project intelligence — similar-issue detection, QC benchmarks, progress-photo comparison, vendor issue history.
◆A drawing-intelligence stack — PDF page images, per-page vision extraction, per-room finishes view, AI room tagging.
◆A published quality gate — a drawing-QA golden eval; the honest number behind every AI-accuracy claim.
◆Window-proof WhatsApp — registered utility templates so scheduled and critical sends survive the 24h window.
◆Delivery monitoring, 12 scheduled crons, an event spine, an AI-guess ledger, and a per-org AI spend guard.
◆Security posture — RLS everywhere, org-scoped lookups, expiring/revocable tokens, financial document gating, atomic money-path guards, audit log.